Scott Whitley
Principal Chair at C12 Western North Carolina
- Role
- Area Chair at C12 Western North Carolina at C12 Western Nc
- Location
- Asheville, NC, US
- LinkedIn followers
- 500 followers
About Scott Whitley
Prior to becoming an Area Chair with C12 Group, Scott Whitley was part of executive management in a Fortune 500 company and most recently managing partner of a start-up entrepreneurial organization. Having over 30 years within the financial services industry, Scott has gained experience, expertise, and insight in sales, marketing, business operations, strategic planning, P&L management, business succession and acquisition. A Registered Corporate Coach with the Worldwide Association of Business Coaches®, Scott coached and consulted many independent advisors within the firm and facilitated scores of roundtable groups to aid advisory practices achieve success in business growth, team development, operational efficiencies, and work/life balance. In January of 2017, Scott pursued a new venture launching an independent financial planning firm. As its President and Managing Partner, the firm grew within 3 years to become the 5th largest organization within the independent contractor division of Raymond James Financial Services. One of Scott’s passions is mentoring and ministering to your people. He volunteer teaches at Asheville Christian Academy, has been involved with non-profit organizations, facilitated church plants, and served on various ministry teams. Scott holds a Bachelor of Science degree in Education from Winthrop University and a Masters of Education East Carolina University. He and his wife of 35 years and their 2 married sons all the mountains of Asheville home.
Experience
Area Chair at C12 Western North Carolina
Sep 2019 — Present · Asheville, NC, US
More than a CEO Roundtable, C12 is the nation\'s largest network of Peer Advisory Groups for Christian CEOs and business owners. Members gain insight and wisdom from other leaders who have been there also to learn how to produce real and measurable results. C12 is a confidential and intimate environment where like-minded peers share ideas, discover and plan for areas in their business that need improvement, hold each other accountable, and encourage one another to conduct business in a God-honoring way. Business leaders from multiple industries meet monthly for a time of mutual sharpening, high-impact learning accompanied by world-class curriculum and resources curated by top business and ministry leaders.
Education
Winthrop University
Bachelor Education, Instrumental Music
1980 — 1984
East Carolina University
Masters Education
1984 — 1986
Skills
- Series 24
- Iras
- Series 7
- 401k
- Portfolio Management
- Investment Strategies
- Investments
- Wealth Management
- Asset Allocation
- Mutual Funds
- Fixed Annuities
- Series 63
- Financial Advisory
- Financial Planning
- Asset Managment
- Investment Advisory
- Series 65
- Retirement Planning
- Finra
- Registered Corporate Coach
- Securities
- Estate Planning
- Retirement
- Strategic Financial Planning
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